Our Investment Philosophy

You need a proven investment leader in the driver’s seat to advance your objectives. Our approach to investing is disciplined, prudent and well-balanced.


  • We give our clients broad representation among companies: Large and small, mature and rapidly growing, domestic and international.
  • We use a mix of individual securities and mutual funds to gain exposure to the various investment styles.
  • We use a laddered portfolio of short to intermediate term fixed income securities to lower volatility and provide current income to those clients who need it.
  • We believe that a diversified portfolio not only will spread the risk of equity investing but will also smooth out the temporary ups and downs of the different markets.
  • We do not believe that anyone can consistently time the markets successfully.
  • We strive to keep taxes, trading costs and management fees low.
  • We believe that a disciplined, prudent approach to investing is the best way to preserve and enhance the wealth of our clients.
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